Crestwood Advisors Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Crestwood Advisors Group’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$392K	Hold	4,927	–	–	0.01%	490
2025 Q4	$397K	Hold	4,927	–	–	0.01%	440
2025 Q3	$400K	Sell	4,927 -15	-0.3%	-$1.21K	0.01%	402
2025 Q2	$399K	Hold	4,942	–	–	0.01%	386
2025 Q1	$390K	Hold	4,942	–	–	0.01%	380
2024 Q4	$389K	Buy	4,942 +1,277	+35%	+$101K	0.01%	340
2024 Q3	$294K	Hold	3,665	–	–	0.01%	370
2024 Q2	$283K	Hold	3,665	–	–	0.01%	362
2024 Q1	$285K	Hold	3,665	–	–	0.01%	362
2023 Q4	$284K	Hold	3,665	–	–	0.01%	333
2023 Q3	$270K	Buy	3,665 +529	+17%	+$39.5K	0.01%	306
2023 Q2	$235K	Hold	3,136	–	–	0.01%	232
2023 Q1	$237K	Hold	3,136	–	–	0.01%	238
2022 Q4	$231K	Hold	3,136	–	–	0.01%	242
2022 Q3	$224K	Buy	+3,136	New	+$237K	0.01%	242
2017 Q4	–	Sell	-2,954	Closed	-$262K	–	198
2017 Q3	$262K	Buy	+2,954	New	+$261K	0.02%	131

Other funds holding HYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Crestwood Advisors Group's HYG Position: Q1 2026 in Review

Crestwood Advisors Group held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2026 at 4,927 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #490.

Crestwood Advisors Group first reported a position in HYG in Q3 2017 and has held it in 16 quarters since. The position peaked at $400K in Q3 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Crestwood Advisors Group held 4,927 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $392K as of Q1 2026.
Crestwood Advisors Group left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #490 holding.
Crestwood Advisors Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2017 and has held it in 16 quarters since.
Crestwood Advisors Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $400K in Q3 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.